Paraplanner (10 days a month at home), 55K, Guildford in Surrey
Your new company
One of the UK's top 20 IFA firms is now actively looking to recruit an experienced Paraplanner. The firm, based in stunning offices in the heart of Surrey, is authorised to deal with several forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning. The vacancy has arisen due to an internal promotion.
Your new role
The Paraplanner's role will include the following duties: High-level Life, Pensions and Investment reporting, supporting 5 Consultants and Directors through the sales role, and attending regular client meetings.
What you'll need to succeed
Ideally Chartered Status, or studying for it. At least 3 years' Paraplanning experience from within an IFA or Wealth Management firm. Strong technical skills will be required for this role.
What you'll get in return
An excellent salary of up to £55,000 plus a substantial package including a bonus and up to 10 days per month working from home. For the right candidate, there may be the opportunity to attain a CF30 function.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.